Allworth Financial LP Ishares Tr Russell 2500 ETF Transaction History

Allworth Financial LP

$15.5 Billion
Q2 2024

A detailed history of Allworth Financial LP transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Allworth Financial LP holds 235 shares of SMMD stock, worth $15,890. This represents 0.0% of its overall portfolio holdings.

Number of Shares

235

Holding current value

$15,890

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 23, 2024	BUY	$60.34 - $65.19 $14,179 - $15,319	235 New	235 $14,000

Others Institutions Holding SMMD

# of Institutions

179

Shares Held

12M

Call Options Held

Put Options Held

Coldstream Capital Management Inc

1.34M
Shares

$90.9 Million
2.07% of portfolio
Cresset Asset Management, LLC Chicago, IL

577K
Shares

$39 Million
0.15% of portfolio
Fifth Third Bancorp

564K
Shares

$38.1 Million
0.14% of portfolio
Envestnet Asset Management Inc

520K
Shares

$35.2 Million
0.01% of portfolio
Fort Washington Investment Advisors Inc

486K
Shares

$32.9 Million
0.2% of portfolio

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

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